# Arcadia Investment Advisors, LLC

> Arcadia Investment Advisors, LLC is an SEC-registered investment advisory firm in Eagle, ID, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 109590
- Filed as: ARCADIA INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eagle, ID
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109590
- AdvisorCensus page: https://advisorcensus.com/firm/arcadia-investment-advisors-llc-eagle-id-109590

## Quick answers

**How is Arcadia Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arcadia Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Arcadia Investment Advisors, LLC located?**
Arcadia Investment Advisors, LLC's principal office is in Eagle, ID, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arcadia Investment Advisors, LLC registered with the SEC or a state?**
Arcadia Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109590.

**How much does Arcadia Investment Advisors, LLC manage?**
Arcadia Investment Advisors, LLC reports $345,801,223 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have Arcadia Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arcadia Investment Advisors, LLC: Regulatory assets under management: $235,457,476 in the October 2021 data and $345,801,223 in the October 2026 data, up 47%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arcadia Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (118); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Arcadia Investment Advisors, LLC use?**
Arcadia Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Arcadia Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109590

**What changed in Arcadia Investment Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $298,047,920 to $345,801,223 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $345,801,223
- Discretionary: $345,798,568
- Non-discretionary: $2,655

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 148 | $44,198,771 |
| High net worth individuals | 118 | $283,742,050 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $11,009,568 |
| Charitable organizations | 4 | $6,850,834 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- arcadiaia.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $235,457,476 | 5 | March 31, 2021 |
| October 2022 | $263,439,907 | 5 | March 10, 2022 |
| October 2023 | $227,324,388 | 5 | March 6, 2023 |
| October 2024 | $264,912,615 | 6 | March 1, 2024 |
| October 2025 | $298,047,920 | 6 | February 19, 2025 |
| October 2026 | $345,801,223 | 6 | February 6, 2026 |

Regulatory assets under management: $235,457,476 in the October 2021 data and $345,801,223 in the October 2026 data, up 47%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $298,047,920 to $345,801,223 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcadia Investment Advisors, LLC (CRD 109590): Form ADV filing data as of October 2026.